Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
제작자가 쓴 설명(영어 원문)
Unofficial read-only MCP server for several QuickBooks Online company files in one AI session.
이 세 가지는 절대 하나의 점수로 합치지 않아요. 의견, 측정, 인기는 서로 다른 것이니까요.
이 서버는 아직 쉬운 말로 된 요약을 쓰지 못했어요. 아래는 레지스트리에서 읽어 온 사실이에요.
쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.
QBO_CLIENT_ID, QBO_CLIENT_SECRET, QBO_ENV, QBO_TOKEN_KEY_SOURCE, QBO_TOKEN_KEY, QBO_TOKEN_STORE, QBO_ALLOW_DOCUMENTS, QBO_ATTACHMENT_HOSTS비밀로 표시된 값은 내 계정의 열쇠예요. 절대 다른 사람과 공유하거나 채팅에 붙여 넣지 마세요.
필요한 것
어떤 앱을 쓰세요?
위에서 앱을 고르세요. 기억해 두었다가 다음부터는 버튼에 “…에 설치”라고 표시해요.
Claude Desktop → Settings → Developer → Edit Config를 열고 claude_desktop_config.json에 이 내용을 붙여 넣으세요
{
"mcpServers": {
"qbo-multicompany": {
"command": "uvx",
"args": [
"qbo-multicompany-mcp",
"--entities",
"your-value"
],
"env": {
"QBO_CLIENT_ID": "your-value",
"QBO_CLIENT_SECRET": "your-value",
"QBO_ENV": "your-value",
"QBO_TOKEN_KEY_SOURCE": "your-value",
"QBO_TOKEN_KEY": "your-value",
"QBO_TOKEN_STORE": "your-value",
"QBO_ALLOW_DOCUMENTS": "your-value",
"QBO_ATTACHMENT_HOSTS": "your-value"
}
}
}
}터미널에서 이 명령어를 실행하세요
claude mcp add qbo-multicompany --env QBO_CLIENT_ID=your-value --env QBO_CLIENT_SECRET=your-value --env QBO_ENV=your-value --env QBO_TOKEN_KEY_SOURCE=your-value --env QBO_TOKEN_KEY=your-value --env QBO_TOKEN_STORE=your-value --env QBO_ALLOW_DOCUMENTS=your-value --env QBO_ATTACHMENT_HOSTS=your-value -- uvx qbo-multicompany-mcp --entities your-value실행하기 전에 빈 값을 채워 주세요.
이 서버는 실행 명령어에 값을 넣어야 해서, 설정을 복사한 뒤 직접 채워 주세요.
프로젝트의 .cursor/mcp.json 또는 ~/.cursor/mcp.json에 붙여 넣으세요
{
"mcpServers": {
"qbo-multicompany": {
"command": "uvx",
"args": [
"qbo-multicompany-mcp",
"--entities",
"your-value"
],
"env": {
"QBO_CLIENT_ID": "your-value",
"QBO_CLIENT_SECRET": "your-value",
"QBO_ENV": "your-value",
"QBO_TOKEN_KEY_SOURCE": "your-value",
"QBO_TOKEN_KEY": "your-value",
"QBO_TOKEN_STORE": "your-value",
"QBO_ALLOW_DOCUMENTS": "your-value",
"QBO_ATTACHMENT_HOSTS": "your-value"
}
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
이 서버는 실행 명령어에 값을 넣어야 해서, 설정을 복사한 뒤 직접 채워 주세요.
프로젝트의 .vscode/mcp.json에 붙여 넣으세요
{
"servers": {
"qbo-multicompany": {
"type": "stdio",
"command": "uvx",
"args": [
"qbo-multicompany-mcp",
"--entities",
"your-value"
],
"env": {
"QBO_CLIENT_ID": "your-value",
"QBO_CLIENT_SECRET": "your-value",
"QBO_ENV": "your-value",
"QBO_TOKEN_KEY_SOURCE": "your-value",
"QBO_TOKEN_KEY": "your-value",
"QBO_TOKEN_STORE": "your-value",
"QBO_ALLOW_DOCUMENTS": "your-value",
"QBO_ATTACHMENT_HOSTS": "your-value"
}
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
이 서버는 내 컴퓨터에서 실행되는데, ChatGPT는 인터넷에 있는 서버에만 연결할 수 있어요. 다른 앱을 고르세요.
선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.
QBO_CLIENT_ID envQBO_ENV envQBO_TOKEN_KEY_SOURCE envQBO_TOKEN_STORE envQBO_ALLOW_DOCUMENTS envQBO_ATTACHMENT_HOSTS env이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.
내 컴퓨터에서 실행돼요. 설치하면 AI 앱에 도구 목록이 나타나요.
누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 9일 점검
레지스트리 이름이 GitHub 계정 dkaleganov 기준으로 확인되었고, 이 계정이 저장소를 소유하고 있어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
내 컴퓨터에서 실행되는 서버라 인터넷 엔드포인트가 없어요
내 컴퓨터에서 실행되며, 대신 로컬 설정을 사용해요
내 컴퓨터에서 실행돼요. 도구 목록은 인터넷 엔드포인트가 있는 서버에서만 읽을 수 있어요
레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.
해당하는 기본 점검 1개 중 1개를 통과했어요. 코드는 읽지 않았어요. 키나 토큰을 넣기 전에 서버가 어떤 권한을 요구하는지 확인하고, 꼭 필요한 권한만 있는 키를 쓰세요.
입력해야 할 값: QBO_CLIENT_SECRET, QBO_TOKEN_KEY
내 컴퓨터에서 실행돼요. AI 앱이 필요할 때 실행하고, 데이터는 제작자의 서버를 거치지 않아요(서버 자체가 온라인 서비스를 호출하는 경우는 제외).
GitHub 저장소는 마지막으로 – 변경됐고, 최신 버전(0.1.1)은 3일 전 레지스트리에 올라왔어요.
Claude Desktop, Claude Code, Cursor, VS Code처럼 MCP를 지원하는 앱에서 쓸 수 있어요. 내 컴퓨터에 Python (uv)도 있어야 해요.
같은 카테고리에는: Finance Toolkit, SolidInvoice, Korea Tax Calculator
같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.
카드 보는 법:↓ 주간 다운로드i★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
제작자의 저장소에서 쓰인 그대로 가져왔어요. PopNx MCP가 검토하거나 보증한 내용이 아니에요. HTML, 이미지, 스크립트는 제거했어요. 링크를 누르면 이 사이트를 벗어나요.
A read-only MCP server that serves several QuickBooks Online company files to one AI session over stdio. Every call to QuickBooks names its company through an explicit entity key. There's no default company and no matching on company name.
Unofficial. Not affiliated with or endorsed by Intuit. Each user registers their own Intuit app and
answers Intuit's questions for themselves.
Other QuickBooks MCP servers exist, some from Intuit, and some serve several companies or write to the books. Compare them against what you need. This one never writes.
AI client -- stdio --> qbo-multicompany-mcp -- GET, checked before send --> QuickBooks Online
| +-- entities.yaml your companies, by key +-- encrypted store one token chain per company
You need Python 3.11+, uv, and an Intuit developer app with http://localhost:8765/callback registered as a development redirect URI.
git clone https://github.com/dkaleganov/qbo-multicompany-mcp.git
cd qbo-multicompany-mcp && uv sync --frozen && cp entities.example.yaml entities.yaml && cp .env.example .env && chmod 600 .env entities.yaml
Put your app's Client ID and Client Secret in .env, and your sandbox companies in entities.yaml. Then create the store key and connect each company in a browser:
uv run qbo-multicompany-mcp-auth --env-file .env --entities entities.yaml init-key
uv run qbo-multicompany-mcp-auth --env-file .env --entities entities.yaml connect acme_main
A first connect usually reports a name mismatch: answer y and copy the printed display_name into entities.yaml. Then add the server to your client with absolute paths. --scope user makes it available to every Claude Code session on your account, so you can run those sessions outside the repo folder:
claude mcp add --scope user qbo -- "<repo>/.venv/bin/qbo-multicompany-mcp" --env-file "<repo>/.env" --entities "<repo>/entities.yaml"
docs/getting-started.md walks through every step, including Claude Desktop and Codex. Production needs more: docs/production.md.
uvx runs the published package. Save .env.example as .env and entities.example.yaml as entities.yaml in a private folder, chmod 600 both, and fill them in as above. With standing for that folder's absolute path:
uvx --from qbo-multicompany-mcp@0.1.1 qbo-multicompany-mcp-auth --env-file "<dir>/.env" --entities "<dir>/entities.yaml" init-key
uvx --from qbo-multicompany-mcp@0.1.1 qbo-multicompany-mcp-auth --env-file "<dir>/.env" --entities "<dir>/entities.yaml" connect acme_main
claude mcp add --scope user qbo -- uvx qbo-multicompany-mcp@0.1.1 --env-file "<dir>/.env" --entities "<dir>/entities.yaml"
Eighteen by default, and one opt-in. docs/tools.md has every parameter and a "Choosing a tool" table.
| Tool | Returns |
|---|---|
list_entities | Configured companies, auth state and token freshness. Makes no request |
server_info | Build, environment, read-only status, store protection. Makes no request |
get_company_info | Company profile, settings and derived capabilities |
list_accounts | Chart of accounts with balances |
list_vendors | Vendors, the 1099 flag, and whether a tax id is on file, never the id |
list_customers | Customers with their balances, and no tax ids, notes or contact fields |
list_reference_data | Classes, departments, items, terms, payment methods, tax codes, tax rates |
list_transactions | Transactions in a window of up to six months |
get_transaction | One transaction with its lines |
run_query | One parsed SELECT, rebuilt from its parse tree and sent by GET |
list_changes | Changes and deletions within 30 days, on list objects such as vendors and accounts, with no transactions |
summarize_vendor_payments | Per-vendor candidate totals for a calendar year |
report_profit_and_loss | Income and expense by section |
report_balance_sheet | Balances as of a date |
report_general_ledger | Postings by account |
report_aging | Open payables or receivables by bucket |
run_report | The other 21 documented reports |
list_attachments | Attachment metadata, never a link |
get_attachment (opt-in) | The file, only with --allow-documents and a pinned storage host |
A model will call the wrong company, trust an empty result, and retry a bad value. The server is built around that.
list_entities gives the keys, and a guard checks the company's name on first use in each process.count, rows, truncated, duplicates_dropped and pages_walked, so a model learns the shape once.PARTIAL RESULT. An empty report never establishes that there's no data, and list_transactions re-checks a filtered request with zero rows, unfiltered, before it reports "none"..env and the token store's key, from any folder. Keeping AI sessions out of the repo folder keeps .env and entities.yaml out of an agent's working folder; an agent with a shell can still reach both, and the key, as SECURITY.md explains.Intuit offers no read-only accounting scope: the one scope covers reads and writes alike. So read-only lives in this code. Every request is inspected as a fully built httpx.Request immediately before it's sent, and accounting requests may only be GETs to an allowlisted path on the exact bound company. OAuth calls go only to Intuit's fixed endpoints, the opt-in attachment download goes only to a host you pin, and everything else is denied. docs/design.md has the policy, and how walks, reports and the token store behave.
uv sync --frozen --extra dev, then uv run pytest -q: 2,805 pass and 4 skip, with no credentials and no network. That count needs git 2.32 or later and gitleaks on your PATH; without gitleaks 25 more skip.scripts/mutation_gate.py has 480 entries that each delete one and require its tests to fail. It has controls of its own, so it can't quietly pass by testing nothing.scripts/scrub_check.py for identifier-shaped values.get_attachment on a pre-release build. Every default tool ran on production, read-only, on 2026-09-28 with a pre-release build, apart from TaxSummary under run_report, which has never returned rows. What the live runs found is in docs/api-findings.md.CHANGELOG.md separates what was verified live from what has only run on fixtures.
Which companies can you see, and is each one connected?
Compare profit and loss for acme_main and acme_ops, this fiscal year-to-date against last. Say where each
number came from.
Show the balance sheet for acme_ops as of the end of last quarter, then the journal entries behind any
account that moved by more than 10%.
Which vendors in acme_ops carry the 1099 flag?
Give me candidate vendor payments for acme_main for 2025, and what needs review.
run_query answers COUNT(*) and refuses SELECT *, and list_changes refuses them too. Use list_transactions and get_transaction.앞부분만 보여 드려요. 나머지는 저장소에서 읽어 보세요